Symphony Innovate 2018 Partner Showcase

aws-logo_640x288For over 12 years, Amazon Web Services has been the world’s most comprehensive and broadly adopted cloud platform. AWS services are trusted by millions of active customers around the world to power their infrastructure, make them more agile, and lower costs.


AWS Financial Services will provide an overview of its machine learning tools and ability to easily add intelligence to any application. The presentation will demonstrate how Amazon ML services enable Financial Services firms to streamline the processing of structured and unstructured communications to assist in meeting regulatory obligations. 

Amanda Summers, Sr. Account Manager
AWS Machine Learning 


Box is an enterprise content management platform that solves simple and complex challenges, from sharing and accessing files on mobile devices to sophisticated business processes like data governance and retention.

Since 2005, Box has made it easier for people to securely share ideas, collaborate and get work done faster. Today, more than 41 million users and 85,000 businesses—including 69% of the Fortune 500—trust Box to manage content in the cloud.

Box will showcase the Symphony-Box integration to demonstrate how Box can be leveraged as a content layer to Symphony’s messaging application suite, providing a seamless and fluid collaboration experience.

Suresh Jeevanani, Senior Manager, Business Development & Technology Partnerships
Bijon Mehta, Managing Director, Financial Services
Scott Porter, VP Business Development


ChartIQ provides HTML5 components and the Finsemble integration platform to banks, brokerages, trading platforms, and financial portals worldwide. Using ChartIQ technology, large organizations are able to assemble and integrate different types of applications in hours instead of months.

With over 250+ global customers, ChartIQ is one of the fastest growing companies in fintech and serves many of the largest names in finance, including Factset, Fidessa, Nasdaq, and eToro to name a few. 

ChartIQ will showcase the Finsemble desktop integration platform, its latest partner integrations, and new ways to provide seamless, efficient workflows through the Finsemble Ecosystem.


cloud9-logo_640x288Cloud9 is a global industry solution for voice communications, delivering real-time, high-fidelity data across the financial markets. By digitizing the entire institutional trader voice lifecycle and providing innovative, secure and compliant means of delivering the associated metadata, Cloud9 enables traders to uncover and seize the value present within their voice trading conversations. The company is based in New York and London, with investors including JPMorgan Chase, Barclays, NEX Group and Point72 Ventures. Learn more at 

The Cloud9 demo will include actual C9 trader set up and running on a laptop and C9 Transcription running on a second laptop. Additionally, Cloud9 will display animation demonstrating the integration of C9 and Symphony. 

Brian Hunt, CAO
Kapil Mohindra, Head of Business Development
German Soto Sanchez, President
Corry Starr, Director of Sales


With 45 years of experience, DTCC is the premier post-trade market infrastructure for the global financial services industry. The DTCC Exception Manager (DXM) platform allows market participants to publish, manage and communicate on exceptions throughout the trade lifecycle. This exception and workflow management service supports all securities transactions globally. It centralizes and standardizes exception processing to enable faster resolution and deliver a significant reduction in the number of exceptions. DXM provides users with access to a central portal enabling a single view of all exceptions and analytics to help identify the root cause of operational breaks to solve issues at the source. Additional functionality includes a secure messaging or chat service enabling more efficient communication and problem resolution between counterparties.

Kevin Arthur, Director, Fixed Income & Derivative Markets, Sales & Solution Delivery
Simon Daniel, Director, Product Management
Steve Rocco, Director, Global Account Manager, Sales & Solution Delivery
Ralph Richardson, Associate Director, Product Management


FactSet (NYSE:FDS | NASDAQ:FDS) delivers superior analytics, service, content, and technology to help more than 89,000 users see and seize opportunity sooner. We are committed to giving investment professionals the edge to outperform, with fresh perspectives, informed insights, and the industry-leading support of our dedicated specialists. We're proud to have been recognized with multiple awards for our analytical and data-driven solutions and repeatedly ranked as one of Fortune's 100 Best Companies to Work For® and a Best Workplace in the United Kingdom and France.

FactSet will demonstrate its seamless integration with Symphony from its flagship market data, news, and analytics Workstation. We will also illustrate examples of workflows using our Answers and News bots, as well as our Portware EMS RFQ process.

Tim Gavin, SVP


FinTech Studios is the leading intelligent search and analytics platform for Wall Street leveraging alternative data, artificial intelligence and machine learning. provides AI-based intelligent search, news, customizable channels, dashboards, real-time alerts and market analytics monitoring millions of public and private companies, key people, regions and topics from millions of curated sources in 32 languages.

FinTech Studios will be showcasing its latest innovations including its Symphony bot integration, automated language translation and sharing relevant “contextual intelligence” in Symphony via Signals, including smart-tagging and linking relevant news and analytics. 

Jim Tousignant, CEO and Founder



Globanet is a leading provider of compliance, archive and eDiscovery solutions, data migration and professional services. Since 1996, Globanet has empowered thousands of firms around the world, in numerous industries, including Financial Services, Pharmaceutical, Health Care, Legal, Media & Entertainment, Retail and Government, to solve their most complex email archiving and messaging challenges.

Merge1 – the only archive messaging app endorsed by both Microsoft and Veritas – greatly simplifies the process of archiving messages for compliance and eDiscovery. Merge1 captures popular message types, including social media, IM, file sharing, and financial platforms including cloud and web content.

Victor Villegas, VP of Worldwide Sales and Marketing 


IHS Markit (Nasdaq: INFO) is a world leader in critical information, analytics and solutions for the major industries and markets that drive economies worldwide. The company delivers next-generation information, analytics and solutions to customers in business, finance and government, improving their operational efficiency and providing deep insights that lead to well-informed, confident decisions. IHS Markit has more than 50,000 business and government customers, including 80 percent of the Fortune Global 500 and the world’s leading financial institutions. Headquartered in London, IHS Markit is committed to sustainable, profitable growth.

IHS Markit will demonstrate the IzzyBot, which provides a seamless and efficient way to gather entity data, provide status updates, and assign tasks throughout the Client Onboarding lifecycle. By connecting Symphony to Counterparty Manager, users now have a robotic solution to automatically find, access, and request entity data and documentation. This automated search mechanism leads to a reduction in e-mail and phone communication while making the overall onboarding process more efficient.

Jeremy Brunelle
Brittany Garland


ipushpull is a live data sharing, collaboration and workflow automation platform. Used across sell-side and buy-side, and front to back office, ipushpull improves workflow efficiency by allowing data interoperability and cross application automation by connecting Symphony to Excel, databases, cloud services and internal platforms.

David Jones, CTO of ipushpull, will present a joint demonstration with Natixis showcasing a FX trade options trade axe developed using ipushpull.

Matthew Cheung, CEO 


EarlyBird revolutionizes the way traders, analysts and investment managers find breaking financial news by enabling them to build their own unique, but fully-compliant, Twitter stream and create real competitive advantage. Currently in use at many leading banks and hedge funds, EarlyBird is Safe, Smart Twitter for Finance.

Danny Watkins, EarlyBird Founder and CEO, will demonstrate the EarlyBird app running in Symphony. He’ll show how to find and follow relevant Twitter accounts, how to identify relevant Tweets and how to share Tweets with other Symphony users. He’ll also show the compliance tools and settings which can be tailored for each organisation.

Danny Watkins, CEO

mdx-logo_640x288MDX Technology is the market leading provider of a highly flexible, bi-directional data connectivity, collaboration and distribution platform ensuring all our users get the data they need, where and when they need it - on time, every time. These unique offerings have been created to enhance, and fully support, the needs of both Sell and Buy side financial firms, Trading Venues, Inter Dealer Brokers and Commodities and Energy firms. Our proven solutions, developed by the industry’s leading experts in this field, are in daily use within some of the world’s premier trading institutions. 

The MDXT Connect Symphony App provides users with the ability to display their own real-time market data within Symphony, for an integrated workflow which can be shared and discussed with others in the Symphony environment. This extends the existing web and mobile data distribution capabilities added in MDXT’s Connect 4.0.

Data is retrieved from users’ existing market data systems, from any of the many platforms supported by Connect. Data can also be pushed directly into Connect for use within Symphony from Excel, C++, .NET, R, web and mobile applications. This is a simple yet highly effective solution which uniquely exposes data from internal market data systems to Symphony users.

Paul Watmough, CEO

nexjNexJ Systems Inc. (TSX:NXJ) is a provider of Intelligent Customer Management software for the financial services industry. Based in Toronto, NexJ Intelligent Customer Management leverages artificial intelligence to dramatically reduce the amount of time your advisors and bankers spend on non-revenue generating activities, and recommend the right actions to drive assets under management and increase share of wallet. NexJ has clients throughout North America, Asia Pacific, and in Europe. 

NexJ will demonstrate how NexJ CRM and Symphony combine to be a powerful productivity tool that allows corporate banking firms and wealth managers to better engage on accounts. Corporate banking firms can leverage Symphony’s powerful messaging capabilities alongside NexJ’s award-winning Intelligent Customer Management software to enhance communication between colleagues and clients thereby improving the customer experience. NexJ’s award winning-products use artificial intelligence to optimize customer management and increase advisor productivity, and cognitive applications that recommend the right actions to work smarter and faster.



Selerity is a financial technology company using proprietary A.I. to deliver content and data solutions designed to automate inefficient workflows in finance. The Company's clients range from sophisticated asset management firms and banks on Wall Street to innovative media and technology companies serving retail investors. Selerity's flagship product, Selerity Context, offers contextual search solutions for the capital markets and digital wealth industries, while the Company's Private Context Engine (PCE) analyzes digital communications to power workflow automation for finance professionals.

Selerity will demo the Private Context Engine (PCE), which analyzes digital communication in real-time to help sell-side professionals uncover new revenue opportunities, use less balance sheet, and comply with regulations. The demo will show how PCE provides a daily report listing all instances in which a client inquired about something but no trade was done. Specifically, the intelligent delivery via Symphony PCE Bot: Symphony users can query PCE for missed trading opportunities directly within Symphony.


smarsh-logo_640x288Smarsh helps organizations get ahead – and stay ahead – of the risk within their electronic communications. With innovative capture, archiving, and monitoring solutions that extend across the industry’s widest breadth of channels, customers can leverage the productivity benefits of email, social media, mobile/text messaging, instant messaging/collaboration, websites and voice while efficiently strengthening their compliance and e-discovery initiatives.   

Traditionally success with compliance comes at the cost of productivity and vice-versa. Smarsh solutions allow compliance professionals to mitigate risks while enabling the compliant use of today's modern, productivity-enhancing communications platforms for their firm's employees.


tier1-logo_640x288Tier1CRM is a leader in capital markets CRM. Built on top of the Salesforce platform, Tier1CRM’s flagship product, ACE, is an HTML application suite that helps sell-side and buy-side clients generate new revenue opportunities, improve customer service, and achieve greater efficiency across the organization. Tier1CRM gives clients a “single pane of glass” view into client and employee activity and is currently utilized by tens of thousands of users across the sales and trading, corporate and investment banking, and investment management landscape.

At Innovate, Tier1CRM will demonstrate how Symphony chat can be used inside its powerful CRM toolset to provide immediate contextual collaboration with colleagues and clients such as resolving trading issues, booking corporate access and delivering research leveraging Symphony’s respected compliance, audit and security features.

Doug Christensen, VP of Strategy

Trovo builds analytic environments to support pricing and risk operations for fixed income investment portfolios.

Trovo will demo its RiskOps service running as a chatbot in a Symphony session. RiskOps supports real-time tracking of prices and risk metrics for fixed income securities. RiskOps marshals data feeds, parses messages, provides on-demand analytics, and exposes an open API for clients’ risk models.

Michael Megliola, Co-Founder

vorto-logo_640x288Vorto is a specialist in Enterprise Service Management tools and processes with deep experience of delivering large complex global change transformation programs.

As ServiceNow partners, Vorto provides a full spectrum of services covering assessments, strategic planning, thought leadership, solution implementation, organisational transformation and custom application design and build.

Vorto's application connects Symphony to ServiceNow through a unique design that can be implemented quickly and simply to connect any task to any chat with no coding required. Once deployed the Chat Connector can reduce email volume and provide a feature rich capability to ease the burden of interacting with tickets and approvals.

Andrew Peck, Co-Founder